Changing the details and settings of an account

All settings related to an bank account, including it's name, account type, institution, and live feed settings are available through the Account preferences overlay. You can access this by following the steps below:
  1. Go to the Account Summary

  2. Locate the bank account that you want to change the preferences of

  3. Select Manage Account for the account your want to edit

  4. Click on Account Preferences

  5. Adjust your bank account preferences as required

  6. Click Save


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